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32 contributions to Sangam CRM Community
Contact fields to auto-update in call.
So I have synced my calls and it's showing the correct name from contacts module. But how do I update all the contact details automatically into the call module so that I don't have to add for each individual call? Is there a feature by which, even incoming calls get all the info from contacts field after mapping?
1
13
New comment Jun 17
Contact fields to auto-update in call.
0 likes • Jun 15
@Kuldeep Surana Sir, i hope you had created a relationship of contact with call, seems we have already have this relationship bydefault. You can delete the relationship once and check it
0 likes • Jun 17
@Kuldeep Surana the CRM has bydefault relationship, please do not create it
Some time Checkin Checkout Address not shows in Activity
Hello Team, Url: https://nantatech.sangamcrm.com/tasks User adding proper chekin checkout activities in CRM but sometime checkin and checkout latlong added but address showing blank in activity Kindly check attachment for the sam
0
7
New comment Jun 14
Some time Checkin Checkout Address not shows in Activity
0 likes • Jun 10
@Rahul Rafaliya Sir, the query is resolved. Requested to check and confirm the same.
0 likes • Jun 14
@Rahul Rafaliya please check now sir
Calculation of interest
I had a query if I could calculate interest in this platform on late payment of EMI installments. Bascially, if there is any late payment, the outstanding amount of a defaulter should automatically show with the late fees and interest.
0
5
New comment Jun 10
0 likes • Jun 4
@Kuldeep Surana Sir, can you please share us the CRM URL and screenshots for the above raised query ?
0 likes • Jun 5
@Kuldeep Surana can you please help me with the matrix like what kind of formulas to be implemented in which areas?
After Sangam crm update showing error
Lead not converted to opportunity showing error in today morning
0
17
New comment Jun 5
After Sangam crm update showing error
0 likes • Jun 5
@Devendra Vande Sir, can you please check, the query has been resolved.
0 likes • Jun 5
@Devendra Vande Thankyou for your quick reply, happy to serve you.
While updating ticket it showing "Automation A" in updated by
While updating ticket it showing "Automation A" in updated by
1
11
New comment Jun 5
While updating ticket it showing "Automation A" in updated by
0 likes • Jun 4
@Pradeep Panchal sir, can you please share us the CRM URL ?
0 likes • Jun 5
Hello @Pradeep Panchal Sir, Thankyou for the reply, shall update you as soon as possible
1-10 of 32
Zenith Doshi
1
4points to level up
@zenith-doshi-3795
Hi, Zenith here from implementation team,

Active 136d ago
Joined Jun 3, 2024
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